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Vanguard Russell 3000 ETF

137 hedge funds and large institutions have $507M invested in Vanguard Russell 3000 ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+2
Holders Change %
+1.48%
% of All Funds
2.16%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
48
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$20.7K +$2.37K +12 +13%
CSB
127
City State Bank
Iowa
$20K
JFG
128
JDM Financial Group
Texas
$11.7K
FFA
129
Farther Finance Advisors
California
$10.5K +$10.5K +53 New
SSB
130
Sandy Spring Bank
Maryland
$9.08K +$9.08K +46 New
HIA
131
Harbor Investment Advisory
Maryland
$8.1K
TSWM
132
Tyler-Stone Wealth Management
Ohio
$8K +$8K +40 New
HI
133
Harbour Investments
Wisconsin
$7.14K +$7.14K +36 New
LFA
134
Level Financial Advisors
New York
$4.94K
CTC
135
Central Trust Company
Missouri
$4.54K -$93.4K -473 -95%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$3.88K
BHWM
137
Bay Harbor Wealth Management
Maryland
$2.96K +$987 +5 +50%
PMFA
138
Plante Moran Financial Advisors
Michigan
$2.81K
EWA
139
EP Wealth Advisors
California
-$22.1M -437,100 Closed
MGIA
140
Moneta Group Investment Advisors
Missouri
-$7.01M -38,220 Closed
MWM
141
Moran Wealth Management
Florida
-$1.13M -6,143 Closed
PAG
142
Private Advisor Group
New Jersey
-$536K -2,926 Closed
SFS
143
Sowell Financial Services
Arkansas
-$326K -1,778 Closed
ST
144
Sentinel Trust
Texas
-$211K -1,152 Closed
SIG
145
Sargent Investment Group
Maryland
-$203K -1,105 Closed
IAIM
146
International Assets Investment Management
Florida
-$149K -815 Closed
US Bancorp
147
US Bancorp
Minnesota
-$38.3K -209 Closed
BlackRock
148
BlackRock
New York
-$1.65K -9 Closed
FA
149
Fortis Advisors
Pennsylvania
-$377 -2 Closed
ASN
150
Advisory Services Network
Georgia
-$367 -2 Closed